CV
CFA
CV
CFA

Christopher Reed Vanderkolk

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
4,317 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$9.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $7.0M0.75%
$7.0M - $10.0M0.50%
$10M+Included

Fees are negotiated for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher jointly owns a rental property with his wife and manages it as an AirBnb. He spends a few hours per week on property management tasks.

Employment History
Current Registrations
HUB Investment Partners, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Afs Financial Group, LLC
February 2020 - December 2024 · 4 yrs 10 mos
Commonwealth Financial Network
February 2017 - May 2020 · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2017 - May 2020 · 3 yrs 3 mos
MML Investors Services, LLC
July 2014 - April 2016 · 1 yr 9 mos
MML Investors Services, LLCBroker
June 2014 - April 2016 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2004 - February 2008 · 3 yrs 9 mos
State Registrations3 states
FLMDTX
Advisor
Exams
No exam information available for this advisor.